Driven and self-motivated Corporate Actions Specialist with a client-oriented focus, dedicated to continuous improvement and growth. I provide energy and value to an organization's quest for excellence. My goal is to use the skills I've acquired to move into an analytical finance or accounting role.
MS Excel expert
Excellent time management skills
Excellent communication skills
BSBA, Finance2014Robert Morris － Moon Township, PA, United States
Finite Math & Applied Calculus, Principles of Macroeconomics, International Finance, Corporate Finance, Managerial Accounting, Management Science, Organization Behavior, Principles of Finance, Money and Banking, Finance Technology, Investment Analysis II
Corporate Actions SpecialistDec 2014 to Current Bank of New York Mellon － Pittsburgh, PA
several clients that demand different needs.
both mandatory and voluntary specific corporate actions functions related
to international and U.S. securities held (regardless of custodian) for
specific Bank of New York Mellon back office clients.
responsibilities include: the receipt of custodian announcements, the
scrubbing/comparison of data, and the notification of corporate action
events to a specific client.
client positions with multiple custodians and monitors appropriate posting
of accruals and entitlements to client accounts.
for soliciting and receiving responses from the clients and for submitting
these instructions to the various custodians prior to their deadline dates.
Word, Excel, and Outlook daily.
given training responsibilities just six months into the job. I was also
able to learn quickly, receiving minimum training only on the creation
stage of offers and was able to process events in full within only a couple
clients and custodians daily and handles inquiries through phone and email.
This job requires
an above average ability to multi-task and prioritizing which actions need
to be processed in a specific timely order depending on which client needs
serviced or which stage the event is in. Our group has the highest volume
of events on our floor, staying very busy each day and is the only group
which processes from start to finish.
Runs reports for
our department such as the trade report, informing co-workers if there are
trades on their offers, as well as the restricted report, which shows what
actions have encumbered positions (client accounts that currently are
restricted from receiving or delivering trades).
for closing all offers that were assigned to myself. Each offer must be
checked for accuracy and must be checked within two weeks after closing.
Cashier/CookAug 2012 to Dec 2014 Auntie Anne's － Robinson, PAReceived and prepared food orders.
CashierDec 2010 to Jan 2012 Paradise Island Bowl － Pittsburgh, PAAssigned lanes to customers; Handled various customer service duties including food preparation, birthday parties, and answering phones.
Customer Service RepresentativeJul 2005 to Current Nesbit's Lanes － Plum, PA
Performs various duties including: running the main counter and snack bar, hosting birthday parties, office duties using Excel and Word, oiling and maintaining lanes, opening and closing the bowling center.
Very experienced and comfortable working with customers and answering phones.
*Recognized by several clients at Bank of New York Mellon for handling of situations and positive business experiences
*Independent Business: iPhones - fixed cracked iPhones and resell for profit
*Dek Hockey: Team Manager and player - handles team finances and scheduling
*Robert Morris University: Italian Club; Intramural Football, Kickball, Hockey; founding member of Kappa Sigma Fraternity; volunteered to assist freshman move in; volunteered in The Race to Cure Breast Cancer.